Compare · 4 funds side by side · dividends reinvested

MTGP, SPMB, SGOV and VCIT

MTGPWisdomTree×SPMBSPDR×SGOViShares×VCITVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$12,091SGOV · best of the four

02 / 04

MTGP, SPMB, SGOV and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.0

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B2.4

WisdomTree Mortgage Plus Bond FundBonds & Cash · Mortgage0.45%4.63%+0.4%+1.0%+5.6%+0.3%−4.7%4.3%$73M2.5

State Street SPDR Portfolio Mortgage Backed Bond ETFBonds & Cash · Mortgage0.04%4.25%+0.2%+0.8%+5.8%+0.3%−5.6%4.7%$7.0B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: MTGP 2019 · SPMB 2009 · SGOV 2020 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Mortgage Plus Bond Fund · $73M$10,163

MTGP

SPMB

State Street SPDR Portfolio Mortgage Backed Bond ETF · $7.0B$10,149

$10,000 five years ago, dividends reinvested

MTGPMeasureSPMB

+0.4%Year to dateJan 1 → Nov 9+0.2%

+1.0%1 yearTotal return+0.8%

+5.6%3 years · per year$10,000 became $11,790 · $11,852+5.8%

+0.3%5 years · per year$10,000 became $10,162 · $10,149+0.3%

0.45%Expense ratio$45 · $4 a year on $10k · lower is better0.04%

4.63%Trailing 12-mo yield$463 · $425 a year on $10k4.25%

−4.7%Worst dropSmaller is better−5.6%

4.3%VolatilityLower is calmer4.7%

MTGPSPMB Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2MTGP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MTGP vs SPMB: Top 5 Holdings

Today

MTGP

[…]in top 5

SPMB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

MTGP vs SPMB Returns, Every Period

WisdomTreeMTGP

+0.3%

5 years, per year

SPMBSPDR

+0.3%

5 years, per year

MTGPSPMBFaded: behind in that period

2–1MTGP wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MTGP vs VCIT

YTD

WisdomTreeMTGP

+0.4%

VCITVanguard

−0.7%

+0.4%Year to date−0.7%

−4.7%Worst drop · 1Y−4.9%

4.3%Volatility · 1Y4.5%

4.6%Yield5.0%

$73.2MAssets$66.6B

3–1MTGP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MTGP, SPMB, SGOV, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

SPMB0.04%$4

SGOV0.09%$9

MTGP0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MTGP, SPMB, SGOV, VCIT

5.02%highest, VCIT

FundTrailing yieldYield$10k

VCIT5.02%$502

MTGP4.63%$463

SPMB4.25%$425

SGOV3.63%$363

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

SPMB$425 − $4 = $421

MTGP$463 − $45 = $418

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MTGP, SPMB, SGOV, VCIT

Today

[…]holdings […]

MTGPSPMBSGOVVCIT

MTGP—[…][…][…]

SPMB[…]—[…][…]

SGOV[…][…]—[…]

VCIT[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

MTGPWorst drop−4.7%4.3% vol

VCITWorst drop−4.9%4.5% vol

SPMBWorst drop−5.6%4.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VCITSGOV

−0.7%Year to date+3.2%

5.0%Yield3.6%

+0.0%Past year+3.8%

0.03%Fee0.09%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026